Access: Creating Forms

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Creating forms for your database can make entering data more convenient. When you create a form, you can design it in a way that works with your database and that makes sense to you.

In this lesson, you will learn how to create and modify forms. You'll also learn how to use form options like design controls and form properties to make sure your form works exactly the way you want.

Throughout this tutorial, we will be using a sample database. If you would like to follow along, you'll need to download our Access sample database. You will need to have Access installed on your computer in order to open the example.

Watch the video below to learn more about creating forms.

To create a form:

Access makes it easy to create a form from any table in your database. Any form you create from a table will let you view the data that's already in that table and add new data. Once you've created a form, you can modify it by adding additional fields and design controls like combo boxes.

  1. In the Navigation pane, select the table you want to use to create a form. You do not need to open the table.
  2. Select the Create tab, locate the Forms group, then click the Form command.

Using the Form command to create a form using the Customers table

The new form

Naming and saving the form

About subforms

If you created a form from a table with records that are linked to another table, your form probably includes a subform. A subform is a datasheet form that displays linked records in a table-like format. For instance, the subform included in the Customers form we just created displays linked customer orders.

We probably don't need to include this subform because we just want to use the Customers form to enter and review contact information. If you find that you don't need a subform, you can easily delete it. To do this, simply click it and press the Delete key on your keyboard.

An unnecessary subform in our Customers form

However, subforms are often quite helpful. Depending on the content and source of your form, you might find that the subform contains useful information, like in the example below. In our Orders form, the subform contains the name, quantity, and price of each item contained in the order, which is all useful information.

Our Orders form, which includes a useful subform

Adding additional fields to a form

When you use the Form command on an existing table, all of the fields from the table are included in the form. However, if you later add additional fields to the table, these fields will not automatically show up in existing forms. In situations like this, you can add additional fields to a form.

To add a field to a form:

  1. Select the Design tab, then locate the Tools group on the right side of the Ribbon.
  2. Click the Add Existing Fields command.

Clicking the Add Existing Fields command

Selecting a field from the source table

The added field

You can also use the above procedure to add fields to a totally blank form. Simply create a form by clicking the Blank Form command on the Create tab, then follow the above steps to add the desired fields.

Clicking the Blank Form command

To add a field from a different table:

You can also add fields from different tables in your database to the form.

  1. From the Field List pane, click Show All Tables.
  2. Click the plus sign + next to the table that contains the field you want to add, then double-click the desired field. The new field will be added.

Adding design controls

Design controls set restrictions on the fields in your forms. This helps you better control how the data is entered into your forms, which in turn helps keep the database consistent.

Combo boxes

A combo box is a drop-down list you can use in your form in place of a field. Combo boxes limit the information users can enter by forcing them to select only the options you have specified.

Combo boxes are useful for fields that have a limited number of possible valid responses. For instance, you might use a combo box to make sure people only enter a valid U.S. state while entering an address, or that they only choose products that already exist in your database while placing an order.

To create a combo box:

  1. In Form Layout view, select the Design tab, then locate the Controls group.
  2. Select the Combo Box command, which looks like a drop-down list.

Clicking the Combo Box command

Selecting the location of the new combo box

The Combo Box Wizard dialog box

Choosing how many columns to include in the combo box's drop-down list and typing the options that will appear in that list

Resizing the column that will appear in the combo box

Selecting the field that will be affected by the combo box—choices made while using the combo box will be recorded in this field

Naming the combo box

Deleting the field that the combo box will replace

Testing the combo box in Form view

If you want to include a drop-down list with a long list of options and don't want to type all of them out, create a combo box and choose the first option in the Combo Box Wizard: I want the combo box to get the values from another table or query. This will allow you to create a drop-down list from a table field.

A combo box that takes its values from a table

Some users report that Access malfunctions while working with forms. If you have a problem performing any of these tasks in Layout view, try switching to Design view.

Customizing form settings with the Property Sheet

The Property Sheet is a pane containing detailed information on your form and each of its components. From the Property Sheet, you can make changes to every part of your form, both in terms of function and appearance.

Watch the video below to learn more about using the Property Sheet.

The best way to familiarize yourself with the Property Sheet is to open it and select various options. When you select an option, Access will display a brief description of the option on the bottom-left border of the program window.

Selecting a Property Sheet option to find out what it does

Pay close attention as you modify your form and its fields. It's possible to make subtle changes with the Property Sheet. Because there are so many options, it can sometimes be difficult to remember which one you used to modify each aspect of your form.

Modifying form settings

There are far too many options in the Property Sheet to discuss them all in detail. We'll review two useful ones here: hiding fields, and setting fields with dates to automatically fill in the current date. Practicing these procedures should also give you a sense of how to work with other Property Sheet settings.

To hide a field:

  1. In either Layout or Design view, select the Design tab, then locate the Tools group. Click the Property Sheet command.

Clicking the Property Sheet command

Selecting the field we wish to hide

Selecting

To set a field to autofill with the current date:

  1. In either Layout or Design view, select the Design tab, then locate the Tools group. Click the Property Sheet command.
  2. The Property Sheet will appear in a pane on the right. On the form, select the field you want to automatically fill in the current date. This must be a field with the date data type. For our example, we'll select the Pickup Date field on our Orders form.

Selecting the Pickup Date field

Clicking the Expression Builder button for the Default Value option

The Expression Builder dialog box

The Current Date expression

The current date is automatically entered into the Pickup Date field when a new record is created

Challenge!

  1. Open our practice database.
  2. Create a form from the Customers table.
  3. Delete the subform.
  4. Create a combo box. Add the following choices to the combo box:
    Raleigh
    Durham
    Hillsborough
    Cary
    Chapel Hill
    Garner
    Charlotte